New Alexa Devices, Amazon and the EU Commission

Why is Amazon selling more Alexa devices? More broadly, do the company’s house brands leave it susceptible to an antitrust challenge?

Amazon Echo Expands, The Nest Failure, Microsoft and Slack

There are a lot of useful lessons to draw from Amazon Echo’s early success, particularly when placed in contrast to Google’s Nest. Microsoft should pay heed if in fact they had a chance to buy Slack.

Daily Update: Peak Google and Car Insurance, Handicapping the Internet of Things

Good morning, I hope this is obvious, but since I did get a question, no, Xiaomi is not paying for my trip next week. I have a media invitation, that’s it. I’m paying for the trip because I think Xiaomi is a big deal and I hope to understand them better, and more importantly, share […]

Xiaomi’s Ambition

Xiaomi, the Chinese smart phone company that late last month raised $1.1 billion at a $45 billion valuation, sells way more than smartphones: Mi.com boasts over a thousand items, and it’s the third-largest e-commerce site in China. One item it doesn’t sell, though, is a AA battery charger. Only Apple: I clearly remember when this […]